LFA
Legacy Financial Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
691
+135
| +24% | +$98.9K | 0.08% | 203 |
|
|
2025
Q1 | $374K | Sell |
556
-2
| -0.4% | -$1.35K | 0.06% | 249 |
|
|
2024
Q4 | $318K | Buy |
558
+62
| +13% | +$35.3K | 0.05% | 267 |
|
|
2024
Q3 | $245K | Sell |
496
-30
| -6% | -$14.8K | 0.04% | 307 |
|
|
2024
Q2 | $307K | Buy |
526
+30
| +6% | +$17.5K | 0.05% | 247 |
|
|
2024
Q1 | $266K | Sell |
496
-4
| -0.8% | -$2.15K | 0.05% | 264 |
|
|
2023
Q4 | $231K | Buy |
500
+12
| +2% | +$5.56K | 0.04% | 270 |
|
|
2023
Q3 | $212K | Sell |
488
-23
| -5% | -$10K | 0.04% | 243 |
|
|
2023
Q2 | $218K | Buy |
+511
| New | +$218K | 0.04% | 235 |
|
|
2019
Q2 | – | Sell |
-175
| Closed | -$20K | – | 588 |
|
|
2019
Q1 | $20K | Hold |
175
| – | – | 0.01% | 453 |
|
|
2018
Q4 | $19K | Buy |
175
+11
| +7% | +$1.19K | 0.01% | 426 |
|
|
2018
Q3 | $21K | Hold |
164
| – | – | 0.01% | 368 |
|
|
2018
Q2 | $22K | Hold |
164
| – | – | 0.01% | 361 |
|
|
2018
Q1 | $23K | Sell |
164
-4
| -2% | -$561 | 0.01% | 349 |
|
|
2017
Q4 | $26K | Buy |
+168
| New | +$26K | 0.01% | 334 |
|